Able Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
7.19MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$12.2 Million0.0% of portfolio
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Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
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Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio